Included Documents

Written instructions also provided with each form

Everyone who has a trust should also have a pour-over-will. Unless you have minor children, this document should never have to be used. It is only a back-up plan in the event that you forget to put an asset in your trust before you die. Whatever you forget “pours-over” to your trust and follows your instructions there. If you have children under the age of 18, then this is the document where you will appoint guardians for them.

This holographic codicil to a Will allows you to amend the Will in your own handwriting over the years without the need of witnesses or notaries. The Trust refers to this list so that you can easily give away furnishing, jewelry and other personal possessions.

Since the Will does not become effective until death, it can be helpful to name Guardians of your minor children in the event of your incapacity or if you need someone to care for them temporarily (for example, while you are on vacation).

This letter can be customized for each of your life insurance policies in order to request that they transfer ownership to your trust and that they change the beneficiary to be your trust. If you prefer to have your life insurance pass estate tax free on your death, consider setting up an irrevocable life insurance trust instead.

Often a blurry notary seal can be considered “illegible” by the county recorder where the document (usually a deed) is being recorded. In that case, you will want the notary to sign this form and attach it to the illegible notarization.

The information you provide on these pages will be very helpful to the next person in charge of your estate or trust. These pages are optional and may be completed by you at your leisure, or not at all. Keep this important information with your other estate planning documents and inform the next person in charge where to find them.

Disclaimer

All information on this site is strictly for educational purposes and should never be considered legal advice.